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RBLX.NYSE
Roblox
Communication Services · Interactive Home Entertainment

Online entertainment platform and game creation system allowing users to create, share, and play immersive 3D experiences.

HQ: United StatesListed: United States

Historical AI Forecasts

Audit every published iPulse AI forecast batch and immutable historical research document for Roblox.

Historical AI Forecasts

Roblox Corporation (RBLX.NYSE) AI FORECASTS & ADVISOR ANALYSIS

Read and compare the 11 individual AI Advisor deep-dive reports, including their forecast paths, ratings, price targets, and reasoning.

Updated on 28 November 2025Deep analysis 28 November 2025

PublisherRusslan Ramdowar
25 min readAudit All Past Forecasts

AI Advisor 1 AI

Independent Investor FrameworkAI Researcher

Model rating

Buy

5-Year Return Est.

+118.4%

RBLX.NYSE does not currently pay dividends

1. Investment Thesis — Base Case

Roblox continues to execute its 'aging up' strategy, with the 17-24 age group becoming the largest and fastest-growing cohort. Advertising revenue grows steadily to become a material contributor to profitability, smoothing out the lumpiness of bookings. The company achieves sustained through disciplined cost management and AI-driven efficiencies in safety and moderation. While not replacing the mobile app store ecosystem, Roblox cements itself as a dominant '' for social gaming and digital expression. The stock price reflects a compound annual growth rate commensurate with earnings growth, supported by a sticky user base and deepening , though volatility remains due to quarterly booking fluctuations.

Historical prices and published forecast

Historical prices and published forecastObserved prices and the selected advisor's published projection share a split-adjusted price basis. Prices after the forecast start are later observations, not information known at publication. Forecasts are uncertain. Values in USD.7.9861.06114.14167.22220.3Mar 2021Aug 2023Jan 2026Jun 2028Nov 2030Forecast starts
  • Observed price
  • Published advisor forecast
Observed prices and the selected advisor's published projection share a split-adjusted price basis. Prices after the forecast start are later observations, not information known at publication. Forecasts are uncertain. Values in USD.
View chart values
Historical prices and published forecast — published chart values
SeriesDateValue (USD)
Observed price2021-03-1069.5
Observed price2021-03-1471.3
Observed price2021-03-3065.2
Observed price2021-04-0768.7
Observed price2021-04-1579.7
Observed price2021-05-0965.3
Observed price2021-05-2994.5
Observed price2021-06-0299.9
Observed price2021-06-1881.1
Observed price2021-06-3090.0
Observed price2021-07-1677.6
Observed price2021-08-0177.9
Observed price2021-08-0985.5
Observed price2021-08-2590.3
Observed price2021-09-1879.8
Observed price2021-09-2281.2
Observed price2021-10-0870.4
Observed price2021-11-0578.0
Observed price2021-11-09110
Observed price2021-11-29129
Observed price2021-12-03114
Observed price2021-12-27105
Observed price2022-01-0884.8
Observed price2022-01-1289.1
Observed price2022-01-2858.2
Observed price2022-02-0970.5
Observed price2022-03-0542.0
Observed price2022-03-1337.5
Observed price2022-03-2950.9
Observed price2022-04-0645.9
Observed price2022-04-3031.3
Observed price2022-05-0434.9
Observed price2022-05-0825.7
Observed price2022-06-1326.5
Observed price2022-06-2536.3
Observed price2022-06-2934.0
Observed price2022-07-1939.9
Observed price2022-07-2742.0
Observed price2022-08-1251.1
Observed price2022-09-0537.9
Observed price2022-09-0945.5
Observed price2022-10-1134.6
Observed price2022-10-1537.9
Observed price2022-10-2746.5
Observed price2022-11-1236.4
Observed price2022-11-1634.4
Observed price2022-12-0630.6
Observed price2022-12-1433.1
Observed price2022-12-2226.4
Observed price2023-01-1132.9
Observed price2023-02-0438.7
Observed price2023-02-1234.6
Observed price2023-02-1643.6
Observed price2023-03-1241.0
Observed price2023-04-0145.5
Observed price2023-04-0946.4
Observed price2023-04-2935.7
Observed price2023-05-0334.2
Observed price2023-05-1940.0
Observed price2023-05-3141.9
Observed price2023-06-2438.3
Observed price2023-07-0640.0
Observed price2023-07-1845.5
Observed price2023-07-2640.0
Observed price2023-08-1927.3
Observed price2023-08-2326.4
Observed price2023-09-1229.2
Observed price2023-09-2425.9
Observed price2023-10-1030.9
Observed price2023-10-1830.2
Observed price2023-11-1138.5
Observed price2023-11-1937.9
Observed price2023-12-0940.7
Observed price2023-12-2546.3
Observed price2024-01-0641.9
Observed price2024-01-1041.8
Observed price2024-01-1838.9
Observed price2024-02-0744.7
Observed price2024-03-0240.8
Observed price2024-03-1041.3
Observed price2024-03-1836.2
Observed price2024-04-1139.3
Observed price2024-04-1935.3
Observed price2024-05-0539.8
Observed price2024-05-0930.4
Observed price2024-05-2933.1
Observed price2024-06-1835.9
Observed price2024-06-2636.9
Observed price2024-07-1641.3
Observed price2024-08-0536.5
Observed price2024-08-1740.7
Observed price2024-09-0243.2
Observed price2024-09-1446.0
Observed price2024-09-2245.7
Observed price2024-10-0840.5
Observed price2024-10-2040.2
Observed price2024-11-0953.1
Observed price2024-11-2549.2
Observed price2024-12-0758.5
Observed price2024-12-3157.9
Observed price2025-01-0461.0
Observed price2025-01-1261.5
Observed price2025-02-0170.9
Observed price2025-02-0575.5
Observed price2025-02-2559.4
Observed price2025-03-0563.3
Observed price2025-03-0954.9
Observed price2025-04-0652.7
Observed price2025-04-2666.5
Observed price2025-04-3067.0
Observed price2025-05-2483.1
Observed price2025-05-2884.6
Observed price2025-06-21103
Observed price2025-06-25103
Observed price2025-07-19125
Observed price2025-07-31138
Observed price2025-08-16118
Observed price2025-08-20118
Observed price2025-09-13135
Observed price2025-09-29142
Observed price2025-10-03123
Observed price2025-10-15139
Observed price2025-11-04104
Observed price2025-11-12104
Observed price2025-11-2490.6
Observed price2025-12-1094.4
Observed price2026-01-0381.0
Observed price2026-01-1584.7
Observed price2026-01-3166.3
Observed price2026-02-0871.1
Observed price2026-02-2062.0
Observed price2026-03-0467.4
Observed price2026-03-2852.2
Observed price2026-04-0955.2
Observed price2026-04-2161.3
Observed price2026-04-2956.3
Observed price2026-05-1141.3
Observed price2026-06-0842.3
Observed price2026-06-2049.4
Observed price2026-06-2447.9
Observed price2026-07-0657.0
Observed price2026-07-2249.6
Observed price2026-08-1136.2
Observed price2026-08-2738.1
Observed price2026-09-1451.3
Observed price2026-09-1550.2
Observed price2026-09-1647.4
Observed price2026-09-1847.8
Published advisor forecast2025-11-2692.7
Published advisor forecast2026-05-27105
Published advisor forecast2026-11-27119
Published advisor forecast2027-05-27128
Published advisor forecast2027-11-27142
Published advisor forecast2028-05-27151
Published advisor forecast2028-11-27163
Published advisor forecast2029-05-27171
Published advisor forecast2029-11-27183
Published advisor forecast2030-05-27191
Published advisor forecast2030-11-27203

2. Scenarios & Signals

Bull case

In this scenario, Roblox successfully transitions from a gaming platform to a ubiquitous 'human co-experience' utility. The integration of dramatically lowers the barrier for content creation, exploding the variety of experiences and retaining the aging user base (17-24+ demographic). Advertising revenue becomes a massive high-margin pillar, rivaling social media giants, while 'real-world commerce' (selling physical goods via virtual stores) unlocks a new () stream. Operational leverage kicks in significantly as infrastructure costs per hour normalize, driving above 25%. Roblox becomes the de facto operating system for the Metaverse, justifying a akin to high-growth software platforms.

Bear case

The bear case posits that Roblox hits a saturation wall in its core demographic without successfully capturing the older audience, who churn to higher-fidelity competitors or standalone AI-generated gaming platforms. The advertising model fails to scale due to privacy regulations and low conversion rates compared to targeted social media. Regulatory scrutiny regarding child safety intensifies globally, forcing costly compliance measures and restricting monetization mechanics (loot boxes, scarcity items). Margins remain compressed due to high developer exchange fees and infrastructure costs. The stock re-rates significantly lower as growth decelerates to single digits, treating the company as a mature, niche media entity rather than a tech platform.

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